VP, Enterprise Solutions & Client Success

GeoWealth; Oakbrook Terrace (IL); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Casual work environment

Performance-based bonus

Hybrid work schedule

Maternity and paternity leave

Free on-site gym

Job summary

GeoWealth, a Chicago-based fintech, seeks a VP, Enterprise Solutions in Oak Brook, IL to own post-sale client success and drive adoption of the firm’s platform. You will partner across Sales, Product, and Services to ensure onboarding, retention, and expansion for enterprise clients.

You will lead a cross-functional team, define engagement models, and shape go-to-market enablement strategies while building scalable processes and playbooks. Hybrid work arrangements are offered.

Qualifications

• 10 years of experience in enterprise client success, enterprise solutions, relationship management, or consulting within fintech, SaaS, financial services, or wealth management.
• Proven experience managing enterprise client relationships post-sale.
• Demonstrated success building and scaling client-facing teams or functions.
• Strong understanding of platform-based business models and client adoption dynamics.
• Excellent executive communication and stakeholder management skills.
• Bachelor’s degree required; MBA or advanced degree a plus.
• Experience in wealthtech, fintech, TAMPs, or enterprise SaaS.
• Familiarity working closely with sales and go-to-market teams.

Responsibilities

• Own ongoing client success, satisfaction, and retention post-sale.
• Serve as senior point of contact for strategic enterprise relationships.
• Ensure clients use the platform efficiently and in line with best practices.
• Identify adoption gaps, risks, and opportunities to improve outcomes.
• Drive adoption of platform capabilities and new features across enterprise clients.
• Lead outreach related to new products, enhancements, and updates.
• Partner with Product for enterprise implementations and integrations.
• Identify expansion opportunities in collaboration with Sales.
• Lead rollout of new products and platform enhancements to enterprise clients.
• Coordinate implementation plans, timelines, and communications.
• Act as the voice of enterprise clients in shaping go-to-market and enablement strategies.
• Collaborate with Strategic Consulting, Enterprise Services, Advisor Services, Product, Trading, and Operations to deliver solutions.
• Define engagement models, success metrics, and operating rhythms.
• Develop playbooks and standardized client engagement frameworks.
• Mentor and develop team members as the function grows.
• Define and track KPIs including satisfaction, adoption, retention, and expansion.

Skills

Enterprise client success

Relationship management

Executive communication

Stakeholder management

Leadership & team building

Education

Bachelor’s degree

MBA or advanced degree

Job description

GeoWealth, a Chicago-based fintech, seeks a VP, Enterprise Solutions in Oak Brook, IL to own post-sale client success and drive adoption of the firm’s platform. You will partner across Sales, Product, and Services to ensure onboarding, retention, and expansion for enterprise clients.

You will lead a cross-functional team, define engagement models, and shape go-to-market enablement strategies while building scalable processes and playbooks. Hybrid work arrangements are offered.